IMBAX Mutual Fund

NAV$9.31

Returns Overview

1 Month
-0.02%
3 Months
+0.50%
6 Months
+0.57%
YTD
+0.57%
1 Year
+2.87%
3 Years (annualized)
+4.29%
5 Years (annualized)
+1.46%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMBAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.57%
Peer Avg (YTD)
+3.23%
vs Peers
-2.65%

IMBAX Mutual Fund Performance

IMBAX performance across multiple time periods: 1-month -0.02%, YTD 0.57%, 1-year 2.87%, 3-year 4.29%, 5-year 1.46%, 10-year 1.50%.

IMBAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

IMBAX performance comparison shows side-by-side returns with another fund. IMBAX alternatives are available in the Mutual Fund Screener.